Tata Business Cycle Fund Direct Growth

Scheme code: INF277KA1166 NAV value: ₹ 18.5357 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 16.53 61.32 44.03 39.94
3 year 20.92 28.87 25.16 21.06

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 44.03
3 year 7.63 16.87 13.32 25.16
5 year 12.6 19.62 15.37
7 year 10.81 15.2 13.42
10 year 9.81 13.99 12.12
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 44.03
3 year 7.94 17.89 14.14 25.16
5 year 13.28 20.23 15.93
7 year 10.62 15.28 13.42
10 year 10.08 14.47 12.61
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 44.03
3 year 9.26 19.51 15.7 25.16
5 year 14.45 21.69 17.28
7 year 11.07 15.88 13.98
10 year 10.64 15.2 13.25
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 44.03
3 year 9.84 20.48 16.73 25.16
5 year 15.2 22.82 18.38
7 year 11.31 16.28 14.37
10 year 11.16 15.89 13.85
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 44.03
10 year 4.92 20.34 12.6

Rolling return for 1 year

Average return: 44.03%
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.86 16.53 20.86 16.53 2.16 18.7 01-2024 01-2025
27.43 25.19 33.09 19.87 4.74 26.4 12-2023 12-2024
35.88 33.44 44.27 25.68 6.63 34.82 11-2023 11-2024
42.74 46.05 54.15 35.23 6.79 44.54 10-2023 10-2024
46.61 46.68 52.02 41.46 3.73 46.69 09-2023 09-2024
47.3 49.07 54.17 42.43 4.2 48.24 08-2023 08-2024
53.45 50.08 59.63 44.27 5.56 51.86 07-2023 07-2024
45.89 53.36 61.32 38.69 8.43 49.82 06-2023 06-2024
50.22 54.35 59.11 45.73 4.95 52.35 05-2023 05-2024
55.1 55.19 60.64 49.84 3.82 55.19 04-2023 04-2024
50.9 50.93 59.1 43.15 5.64 51.02 03-2023 03-2024
48.83 48.45 54.15 43.32 3.83 48.69 02-2023 02-2024

Rolling return for 3 year

Average return: 25.16%
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.86 21.36 23.86 21.36 1.25 22.61 01-2022 01-2025
25.65 24.8 27.48 23.01 1.61 25.24 12-2021 12-2024
23.56 23.36 26.05 20.92 1.82 23.47 11-2021 11-2024
24.35 25.66 27.58 22.48 1.86 25.02 10-2021 10-2024
27.32 27.7 28.87 26.17 0.96 27.52 09-2021 09-2024
26.74 27.51 28.68 25.58 1.13 27.13 08-2021 08-2024